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2,104 hedge funds and large institutions have $114B invested in Chubb in 2026 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 790 increasing their positions, 788 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 98

90% more call options, than puts

Call options by funds: $551M | Put options by funds: $291M

5% more funds holding in top 10

Funds holding in top 10: 4345 (+2)

3% more funds holding

Funds holding: 2,0452,104 (+59)

4% more capital invested

Capital invested by funds: $111B → $114B (+$3.93B)

0% more repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 788

0.02% less ownership

Funds ownership: 90.02%90% (-0.02%)

Holders
2,104
Holders Change
+59
Holders Change %
+2.89%
% of All Funds
25.89%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.55%
New
194
Increased
790
Reduced
788
Closed
98
Calls
$551M
Puts
$291M
Net Calls
+$260M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
1501
Planned Solutions
California
$368K
RIP
1502
Reliant Investment Partners
North Carolina
$367K
SIM
1503
Stratos Investment Management
Ohio
$366K +$12.5K +39 +4%
ZIM
1504
Zacks Investment Management
Illinois
$364K +$7.38K +23 +2%
GWANC
1505
Guardian Wealth Advisors (North Carolina)
North Carolina
$364K -$642 -2 -0.2%
EV
1506
EJMK Ventures
Illinois
$364K +$26.3K +82 +8%
SIG
1507
Sargent Investment Group
Maryland
$363K +$47.2K +147 +15%
RBWA
1508
RFG - Bristol Wealth Advisors
Massachusetts
$361K -$21.8K -68 -6%
LSIA
1509
LaSalle St. Investment Advisors
Illinois
$361K +$4.81K +15 +1%
CW
1510
CreativeOne Wealth
Kansas
$360K +$39.8K +124 +13%
CCG
1511
Cypress Capital Group
Florida
$359K +$11.6K +36 +3%
IA
1512
IMZ Advisory
Florida
$357K +$963 +3 +0.3%
RWM
1513
RBA Wealth Management
California
$356K -$12.8K -40 -4%
EP
1514
Edgestream Partners
New Jersey
$356K -$728K -2,269 -67%
LTAS
1515
Linden Thomas Advisory Services
North Carolina
$356K +$70.3K +219 +25%
EWM
1516
Evermay Wealth Management
Virginia
$356K -$158K -491 -31%
EWS
1517
Evergreen Wealth Solutions
Pennsylvania
$354K +$348K +1,085 New
NW
1518
Naviter Wealth
Arkansas
$353K +$38.2K +119 +12%
MW
1519
MBL Wealth
North Carolina
$353K +$72.5K +226 +26%
MAM
1520
McLean Asset Management
Virginia
$353K +$27.3K +85 +9%
SFS
1521
Sharp Financial Services
Pennsylvania
$353K
BWP
1522
Burling Wealth Partners
Illinois
$351K -$52.3K -163 -13%
NWM
1523
Nolet Wealth Management
Texas
$350K
IWP
1524
Innova Wealth Partners
Pennsylvania
$350K +$53.6K +167 +18%
FG
1525
Foster Group
Iowa
$349K +$26K +81 +8%

CB Hedge Fund Activity: Q1 2026 in Review

2,104 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2026, worth a combined $114B — up 3.6% from $111B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new CB positions and 98 closed out — a net gain of 96 holders — while 790 added to existing stakes and 788 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $468M. The largest seller was Capital World Investors, cutting an estimated $1.25B.

  • 2,104 institutional investors held Chubb (CB) as of Q1 2026, up from 2,045 in Q4 2025.
  • Funds reported $114B of Chubb stock for Q1 2026, up 3.6% quarter-over-quarter.
  • 194 funds opened new Chubb positions in Q1 2026 and 98 closed out, a net change of +96 holders.
  • The largest Chubb buyer in Q1 2026 was Bank of New York Mellon, an estimated $468M added.
  • The largest Chubb seller in Q1 2026 was Capital World Investors, an estimated $1.25B sold.

Based on aggregated 13F filings for Q1 2026.